Traditionally, multiples like price to earnings ratios (P/Es) run inverse to inflation data. That balance has been completely upended over…
McAlinden Research PartnersSeptember 2, 2021
Despite being consistently wrong on inflation throughout all of 2021, Fed Chair Jerome Powell and other policymakers at the Fed…
McAlinden Research PartnersJuly 30, 2021
US Banks are setting up for another strong year as they continue to rake in impressive revenues, bolstered by an ongoing wave of…
McAlinden Research PartnersJuly 19, 2021
Several central bank digital currency (CBDC) pilots have begun kicking off around the world in recent months. China's PBOC has…
McAlinden Research PartnersJuly 14, 2021
Rising inflation, as well as disappointing job growth data, continues to weigh on the US Dollar. While the Biden administration and…
McAlinden Research PartnersJune 8, 2021
Despite virtually all measures of inflation showing signs of a continued surge higher, and most of the latest data surpassing…
McAlinden Research PartnersMay 28, 2021
While the Fed continues to hold short-term rates steady near zero, long-term rates on US Treasuries have surged through the…
McAlinden Research PartnersApril 30, 2021
Financial sector profits for Q1 2021 are on track to be among the best ever reported after banks released billions…
McAlinden Research PartnersApril 19, 2021
Treasury yields stormed higher through the first quarter of 2020, pricing in increasingly elevated inflation expectations through the year ahead. With inflation…
McAlinden Research PartnersApril 15, 2021
